OLIO Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

OLIO Financial Planning’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Sell	37,510 -2,013	-5%	-$118K	0.56%	16
2026 Q1	$2.14M	Sell	39,523 -1,203	-3%	-$67.4K	0.59%	16
2025 Q4	$2.19M	Sell	40,726 -459	-1%	-$24.9K	0.61%	15
2025 Q3	$2.23M	Sell	41,185 -352	-0.8%	-$18.1K	0.65%	14
2025 Q2	$2.05M	Sell	41,537 -1,256	-3%	-$58.3K	0.65%	15
2025 Q1	$1.94M	Sell	42,793 -6,870	-14%	-$309K	0.67%	15
2024 Q4	$2.19M	Sell	49,663 -30,196	-38%	-$1.4M	0.77%	14
2024 Q3	$3.27M	Buy	79,859 +172	+0.2%	+$7.66K	1.38%	15
2024 Q2	$3.27M	Sell	79,687 -172	-0.2%	-$7.41K	1.38%	15
2024 Q1	$3.27M	Hold	79,859	–	–	1.38%	15
2023 Q4	$3.27M	Sell	79,859 -10,170	-11%	-$403K	1.37%	15
2023 Q3	$3.53M	Buy	90,029 +600	+0.7%	+$24.5K	1.66%	14
2023 Q2	$3.64M	Buy	89,429 +2,906	+3%	+$117K	1.72%	14
2023 Q1	$3.5M	Buy	86,523 +12,400	+17%	+$505K	1.81%	14
2022 Q4	$2.92M	Buy	74,123 +17,547	+31%	+$669K	1.59%	14
2022 Q3	$2.06M	Buy	56,576 +13,582	+32%	+$551K	1.23%	16
2022 Q2	$1.79M	Buy	42,994 +21,709	+102%	+$937K	1.01%	16
2022 Q1	$982K	Buy	21,285 +15,435	+264%	+$743K	0.56%	23
2021 Q4	$289K	Buy	+5,850	New	+$295K	0.17%	34

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

OLIO Financial Planning's VWO Position: Q2 2026 in Review

OLIO Financial Planning reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.1% in Q2 2026, selling an estimated $118K and leaving 37,510 shares worth $2.24M. The position accounts for 0.56% of the portfolio, ranked #16.

OLIO Financial Planning first reported a position in VWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.64M in Q2 2023. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

OLIO Financial Planning held 37,510 shares of Vanguard FTSE Emerging Markets ETF worth $2.24M as of Q2 2026.
OLIO Financial Planning sold 2,013 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $118K.
Vanguard FTSE Emerging Markets ETF made up 0.56% of OLIO Financial Planning's portfolio in Q2 2026, its #16 holding.
OLIO Financial Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 19 quarters since.
OLIO Financial Planning's Vanguard FTSE Emerging Markets ETF position peaked at $3.64M in Q2 2023.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.